Legacy Financial Group (Iowa)
DOW icon

Legacy Financial Group (Iowa)’s Dow Inc DOW Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio DOW Stock Details DOW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,458
Closed -$200K – 108
2024
Q1 		$200K Buy
+3,458
New +$191K 0.04% 106
2023
Q4 		– Sell
-3,458
Closed -$178K – 155
2023
Q3 		$178K Buy
+3,458
New +$186K 0.04% 98

Other funds holding DOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Financial Group (Iowa)'s DOW Position: Q2 2024 in Review

Legacy Financial Group (Iowa) sold out of Dow Inc (DOW) in Q2 2024, closing a stake of 3,458 shares — an estimated $200K sold.

Legacy Financial Group (Iowa) first reported a position in DOW in Q3 2023 and held it in 2 quarters. The position peaked at $200K in Q1 2024. 1,545 funds tracked by Wall St. Rank hold DOW as of Q2 2024.

  • Legacy Financial Group (Iowa) reported no remaining Dow Inc position as of Q2 2024 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 3,458 Dow Inc shares in Q2 2024, an estimated $200K.
  • Legacy Financial Group (Iowa) first reported a position in Dow Inc in Q3 2023 and held it in 2 quarters.
  • Legacy Financial Group (Iowa)'s Dow Inc position peaked at $200K in Q1 2024.
  • 1,545 funds tracked by Wall St. Rank held Dow Inc as of Q2 2024.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2024, filed 17 Jul 2024.